Ameritas Advisory Services’s Invesco Preferred ETF PGX Stock Holding History

Ameritas Advisory Services’s Portfolio PGX Stock Details PGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$221K	Buy	20,432 +7,541	+58%	+$83.2K	﹤0.01%	1054
2026 Q1	$140K	Buy	12,891 +237	+2%	+$2.68K	0.01%	931
2025 Q4	$142K	Buy	12,654 +9,770	+339%	+$111K	0.01%	918
2025 Q3	$33.5K	Sell	2,884 -22,803	-89%	-$261K	﹤0.01%	1239
2025 Q2	$286K	Sell	25,687 -2,845	-10%	-$31.3K	0.01%	640
2025 Q1	$321K	Sell	28,532 -880	-3%	-$10.2K	0.01%	685
2024 Q4	$339K	Sell	29,412 -2,904	-9%	-$34.9K	0.01%	691
2024 Q3	$399K	Sell	32,316 -2,665	-8%	-$31.8K	0.02%	603
2024 Q2	$404K	Sell	34,981 -12,673	-27%	-$146K	0.02%	641
2024 Q1	$565K	Buy	47,654 +33,415	+235%	+$394K	0.02%	521
2023 Q4	$164K	Sell	14,239 -40,165	-74%	-$438K	0.01%	670
2023 Q3	$593K	Buy	+54,404	New	+$608K	0.03%	462
2023 Q2	–	Sell	-52,851	Closed	-$616K	–	1982
2023 Q1	$616K	Buy	52,851 +4,585	+9%	+$55K	0.03%	429
2022 Q4	$540K	Sell	48,266 -2,789	-5%	-$32.3K	0.03%	511
2022 Q3	$607K	Buy	51,055 +1,413	+3%	+$17.8K	0.04%	390
2022 Q2	$613K	Buy	49,642 +5,842	+13%	+$73.4K	0.04%	405
2022 Q1	$594K	Sell	43,800 -1,205	-3%	-$16.8K	0.02%	457
2021 Q4	$675K	Buy	+45,005	New	+$671K	0.02%	422

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Ameritas Advisory Services's PGX Position: Q2 2026 in Review

Ameritas Advisory Services increased its Invesco Preferred ETF (PGX) stake by 58% in Q2 2026, buying an estimated $83.2K and bringing the position to 20,432 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Ameritas Advisory Services first reported a position in PGX in Q4 2021 and has held it in 18 quarters since. The position peaked at $675K in Q4 2021. 409 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Ameritas Advisory Services held 20,432 shares of Invesco Preferred ETF worth $221K as of Q2 2026.
Ameritas Advisory Services bought 7,541 Invesco Preferred ETF shares in Q2 2026, an estimated $83.2K.
Invesco Preferred ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1054 holding.
Ameritas Advisory Services first reported a position in Invesco Preferred ETF in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's Invesco Preferred ETF position peaked at $675K in Q4 2021.
409 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.